Challenge

Swansea Legal Solutions faced several challenges with Clio that hindered their efficiency and workflow. The system’s limited customisation made it difficult to tailor workflows for non-conveyancing matters such as wills, probate, and lasting powers of attorney. Training was another issue, as Clio provided only recorded videos, leaving the team to navigate the platform without hands-on support.

Document management was inefficient, requiring multiple steps to upload files, while poor email integration meant that emails had to be manually re-added to cases, increasing administrative work and the risk of losing correspondence. Data importing was also a struggle, as Clio lacked an efficient client importer, making the transition slow and time-consuming.

Additionally, the firm needed greater flexibility in billing and invoicing, but Clio’s rigid structure limited their ability to customise workflows to suit their needs. These challenges ultimately led Swansea Legal Solutions to seek a more adaptable and intuitive system, bringing them to Hoowla.

Solution

With Hoowla, Swansea Legal Solutions found a system that adapted to their diverse case types and specific workflow needs. Unlike their previous software, Hoowla allowed them to customise processes for wills, probate, and lasting powers of attorney within a single case type, making case management far more efficient.

The transition was made easier with tailored, hands-on training that ensured their team felt supported from day one. Document management became significantly more streamlined, with files uploaded directly into the system without unnecessary steps, reducing administrative burden and improving accuracy.

Email integration was also vastly improved, automatically linking relevant correspondence to cases without manual reattachment, eliminating clutter and saving valuable time. The firm also benefited from Hoowla’s client importer, which allowed them to quickly transfer existing client data, making the migration process smooth and efficient.

Additionally, Hoowla’s flexible billing and invoicing features enabled them to create quotes and statements of account in a way that suited their workflow, rather than being forced into a rigid structure.

Solutions Implemented:

• Case Management Software
• Legal Accounting

Results

Since switching to Hoowla, Swansea Legal Solutions has seen significant improvements in efficiency, document management, and client communication. Workflows are now fully customised to their needs, reducing administrative bottlenecks and allowing their team to manage cases with greater ease. The simplified document and email management systems have saved time and minimised errors, while the hands-on support and intuitive interface have ensured a smooth transition. With flexible billing and seamless client data importing, the firm now operates more efficiently, providing a better experience for both staff and clients.